Zurmo – Updating a Project

You’ve come across new information on an existing business Project and want to document the details in Zurmo. Zurmo makes it very easy to navigate updating a Project. Let’s get started!

The first step is to make sure you are on your Zurmo Dashboard. By selecting the Home button you will be situated on your Zurmo Dashboard.

Once on the Zurmo Dashboard, you notice the panel with the Home button also contains several other options such as Inbox, Accounts, Leads, Contacts, Opportunities, Marketing, Reports, and Projects.

Select the Projects button on the Dashboard navigate to the Project section of Zurmo.

When the screen refreshes you will notice your Project in the Active Projects list along with an Activity Feed regarding your project to the right of the Active Projects status box. For this post we will be updating the Test Project with new information on the specific Opportunity associated with the Test Project. Select Test Project by clicking on the Project Name.

When the screen refreshes, Test Project offers three options including Details, Options, and Create Task. Click on the down arrow within the Options selection to reveal two additional options including Edit and Delete. Select the Edit option and Zurmo will present you with the Project page where information was previously added regarding the project.

As you can see in the illustration below, we have already added project details to the Test Project. One feature in Zurmo’s Project screen is a search feature you can use to input data into the Accounts, Contacts, and Opportunities fields. In this post, we want to update the Opportunity.

To associate a project to a specific Opportunity, place your cursor in the field and type the first letter of the Opportunity. For our purposes we used the letter ‘t’ to find Test Account in the Opportunity search. The search is automatic and starts with the input of the first letter. Once Zurmo finds all of the Opportunities that start with ‘t’, you will be presented with a drop down box to choose the Opportunity you want to use for this project. For this post, Test Opportunity was selected.

Once you have completed entering data in all of the required and other Project fields, scroll to the bottom of the screen and select Save.

Congratulations, you have just updated a Project in Zurmo!

(c) 2013 Windsor Wallaby. All rights reserved.

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Windsor Wallaby

Windsor Wallaby is an independent and enthusiastic Zurmo CRM supporter and Open Source contributor. Active on the Zurmo user forums and a regular personality on the weekly Zurmo developer's conference call, Windsor is committed to building helping relationships by Listening, Learning, Doing, and Sharing. Windsor works with Zurmo CRM daily to track business opportunities and contacts. Windsor also integrates Zurmo as a core platform component for in-house and bespoke IT development projects.